Wells Financial Advisors INC Lowers Stock Position in iShares Core S&P Mid-Cap ETF $IJH

Wells Financial Advisors INC reduced its stake in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 22.8% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 11,155 shares of the company’s stock after selling 3,295 shares during the period. iShares Core S&P Mid-Cap ETF accounts for 1.0% of Wells Financial Advisors INC’s portfolio, making the stock its 26th biggest holding. Wells Financial Advisors INC’s holdings in iShares Core S&P Mid-Cap ETF were worth $692,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in the stock. Bill Few Associates Inc. lifted its position in shares of iShares Core S&P Mid-Cap ETF by 12.6% during the 2nd quarter. Bill Few Associates Inc. now owns 8,561 shares of the company’s stock valued at $531,000 after buying an additional 955 shares in the last quarter. Almanack Investment Partners LLC. bought a new stake in iShares Core S&P Mid-Cap ETF during the 2nd quarter valued at approximately $350,000. Ellis Investment Partners LLC raised its stake in iShares Core S&P Mid-Cap ETF by 0.4% during the 2nd quarter. Ellis Investment Partners LLC now owns 159,233 shares of the company’s stock valued at $9,876,000 after purchasing an additional 701 shares during the period. Joel Adams & Associates Inc. raised its stake in iShares Core S&P Mid-Cap ETF by 2.7% during the 2nd quarter. Joel Adams & Associates Inc. now owns 55,422 shares of the company’s stock valued at $3,437,000 after purchasing an additional 1,460 shares during the period. Finally, Clarendon Private LLC raised its stake in iShares Core S&P Mid-Cap ETF by 18.2% during the 2nd quarter. Clarendon Private LLC now owns 26,216 shares of the company’s stock valued at $1,626,000 after purchasing an additional 4,042 shares during the period. 14.60% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P Mid-Cap ETF Trading Down 2.8%

Shares of IJH opened at $63.25 on Monday. The business’s 50 day moving average is $64.80 and its 200 day moving average is $61.55. The company has a market capitalization of $96.82 billion, a PE ratio of 19.00 and a beta of 1.12. iShares Core S&P Mid-Cap ETF has a 12-month low of $50.15 and a 12-month high of $68.33.

iShares Core S&P Mid-Cap ETF Company Profile

Ishares S&P Midcap 400 Index Fund, formerly The iShares Core S&P Mid-Cap ETF (the Fund), seeks investment results that correspond to the price and yield performance, before fees and expenses, of the United States mid-cap stocks, as represented by the Standard & Poor’s MidCap 400 (the Underlying Index).